欧洲卫星运营商欧通卫星（ETL.PA）股价周三大幅上涨，此前乌克兰表示SpaceX（SPCX.O）的星链已对其军用服务引入限制，激发了投资者对欧洲供应商可能从华盛顿与基辅日益紧张的关系中获益的押注。
Shares in European satellite operator Eutelsat (ETL.PA) rose sharply on Wednesday after Ukraine said SpaceX's (SPCX.O) Starlink had introduced restrictions on its military-grade service, fuelling investor bets that European providers could benefit from growing strains between Washington and Kyiv.
截至格林尼治标准时间10时34分，欧通卫星股价上涨11.6%，而总部位于卢森堡的竞争对手SES（SESFg.LU）亦提供卫星连接服务，股价上涨2.7%。
Eutelsat shares were up 11.6% by 1034 GMT, while Luxembourg-based rival SES (SESFg.LU), which also provides satellite connectivity services, gained 2.7%.
分析人士表示，此举反映了投资者的预期：如果美国太空资产的使用变得不确定，欧洲政府和客户可能会寻求替代方案。
Analysts said the move reflected investor expectations that European governments and customers could seek alternatives to US-owned space assets if access to American services becomes less certain.
“我认为这与美国政府近几天形成的对俄有利、对乌不利的立场有关，这意味着可能无法或仅有限地使用美国拥有的卫星服务和情报共享，使欧洲供应商重新成为潜在替代方案的焦点，”伯恩斯坦分析师亚历山大·彼得尔克表示。
"I think this is related to the US administration's favourable Russia/unfavourable Ukraine stance that has developed in recent days, meaning no or limited access to U.S.-owned satellite services and intelligence sharing, putting European providers back in the spotlight as potential alternatives," Bernstein analyst Aleksander Peterc said.